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The China Diviner

Paul Cavey

Apr 16, 2022 • 8 min read

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China – auto exports sideways

There are many reasons to expect a new wave of Chinese EVs to the world, but the last one arguably peaked in 2022, and another has yet to appear.

Apr 20, 2024 1 min read

Taiwan – TSMC's outlook still positive for exports

TSMC yesterday was less bullish on semi as a whole in 2024, but its own unchanged sales outlook still suggests a strong year for Taiwan exports

Apr 19, 2024 1 min read

Japan – finally, some rental inflation

It still isn't even at 0.2% YoY, but rental CPI is now rising the fastest since the 1990s, which is pulling up imputed rent too. Together, they account for almost 20% of the basket.

Apr 19, 2024 1 min read

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